LCM

LCM Capital Management Portfolio holdings

AUM $208M
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$403K
2 +$232K
3 +$213K
4
NEE icon
NextEra Energy
NEE
+$204K
5
SHOP icon
Shopify
SHOP
+$201K

Top Sells

1 +$750K
2 +$609K
3 +$364K
4
LLY icon
Eli Lilly
LLY
+$349K
5
NVO icon
Novo Nordisk
NVO
+$269K

Sector Composition

1 Technology 28.64%
2 Communication Services 5.03%
3 Consumer Discretionary 4.7%
4 Consumer Staples 4.54%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
REGN icon
76
Regeneron Pharmaceuticals
REGN
$68.8B
$323K 0.16%
575
PWR icon
77
Quanta Services
PWR
$65.5B
$320K 0.15%
771
DUK icon
78
Duke Energy
DUK
$97.8B
$317K 0.15%
2,558
VZ icon
79
Verizon
VZ
$166B
$309K 0.15%
7,042
-3
VLO icon
80
Valero Energy
VLO
$51.8B
$300K 0.14%
1,760
T icon
81
AT&T
T
$182B
$292K 0.14%
10,326
-2,573
XEL icon
82
Xcel Energy
XEL
$47.3B
$288K 0.14%
3,572
WMB icon
83
Williams Companies
WMB
$70.5B
$284K 0.14%
4,490
INTC icon
84
Intel
INTC
$199B
$283K 0.14%
8,422
-2,102
AMGN icon
85
Amgen
AMGN
$157B
$281K 0.14%
997
-58
MMM icon
86
3M
MMM
$88.4B
$275K 0.13%
1,770
-7
PYPL icon
87
PayPal
PYPL
$70.5B
$266K 0.13%
3,961
-101
OTIS icon
88
Otis Worldwide
OTIS
$36B
$265K 0.13%
2,902
-2
SBUX icon
89
Starbucks
SBUX
$97.4B
$265K 0.13%
3,135
-13
KMI icon
90
Kinder Morgan
KMI
$58.1B
$265K 0.13%
9,358
TTD icon
91
Trade Desk
TTD
$25.4B
$265K 0.13%
5,397
+47
DD icon
92
DuPont de Nemours
DD
$34.4B
$254K 0.12%
3,255
-5
NOC icon
93
Northrop Grumman
NOC
$85.1B
$232K 0.11%
+381
AEP icon
94
American Electric Power
AEP
$61.5B
$229K 0.11%
2,039
COP icon
95
ConocoPhillips
COP
$108B
$229K 0.11%
2,425
-12
SWKS icon
96
Skyworks Solutions
SWKS
$12.1B
$218K 0.1%
2,831
-16
EW icon
97
Edwards Lifesciences
EW
$48.2B
$217K 0.1%
2,789
+6
TLN
98
Talen Energy Corp
TLN
$17.9B
$213K 0.1%
+500
DNP icon
99
DNP Select Income Fund
DNP
$3.78B
$213K 0.1%
21,237
NEE icon
100
NextEra Energy
NEE
$172B
$204K 0.1%
+2,701